One road to wealth is to only own those assets for which the price is rising. That seems to be a rule that equity investors have forgotten......
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One road to wealth is to only own those assets for which the price is rising. That seems to be a rule that equity investors have forgotten......
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...Commodities is really comprised of three groups: Energy, Minerals, and Agri-Food. Each has different economic drivers, and their correlation with each other is actually closer to being somewhat random...
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...Today Agri-Food prices are being driven by, one, demand, and, two, a general global shortage of food. That combination should lead to a continuing pattern of higher lows and higher highs, already evident in that chart....
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The global reserve of Agri-Food grains, taking rice, wheat, corn and soybeans together, relative to demand will likely never be this high again.....
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